HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAXJ pennsylvania
BUREAU of INDIVIDUAL raxgs APPRAISEMENT, ALLOWANCE OR DISALLOWANCE F�.,�1`'
OF DEDUCTIONS AND ASSESSMENT OF TAX 'F DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF
REGISTER OF WILLS ESTATE 06-04-2013
Ail C ESTATE OF SMITH THRESSA E
11113 MY sl III I i JU DATE OF DEATH 07-10-2012
FILE NUMBER 21 12-0858
COUNTY CUMBERLAND
LINDA J OLSEN ESQ CLERK OF ACN 101
STE 202 ORPHANS' COURT APPEAL DATE: 08-03-2013
2000 STOW NCRp, �4�,� OA Amount(Remitt d side under Objections)
HARRISBURG SBURG �J��91
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- 1 RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS
-'---'----------'--- --------- ----- CE TAX EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SMITH THRESSA EFILE NO. :21 12-0858 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( )() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 11585.99
6. Jointly Owned Property (Schedule F) (6) 13,915.91
7. Transfers (Schedule G) (7) 91,729.97
S. Total Assets (8) 107.231 .87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 9.576.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 31 .391 .23
11. Total Deductions (11) 40,967.93
12. Net Value of Tax Return (12) 66,263.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 66,263.94
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) •00 X OD . DO
16. Amount of Line 14 taxable at lineal rate (16) 66 .963-94 X 045 - 2,981 .88
17. Amount of Line 14 at sibling rate (17) .DO X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)` 2,981 .88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
10-09-2012 CDO16621 149. 09 3,500. 00
TOTAL TAX PAYMENT 3,649. 09
BALANCE OF TAX DUE 667.21CR
INTEREST AND PEN. .00
TOTAL DUE 667.21CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ^�I-.